Useful brochures and forms

Please use the attached links to download all the information and forms you need - please note these items will open in a new window.  If you prefer we can send you the information on our Pension Annuity Search Service in the post - call us on 0845 600 6651  to request a pack.

Next steps

Before proceeding with our Pension Annuity Search Service, please ensure you have read our Key Facts document.  By completing the Client Information Form you are declaring that you have read this document.   

> Key Facts document

Once you have read the Key Facts document, please read our brochure which contains useful guidance notes which will enable you to make the right choices and complete your Client Information Form with ease. 

>Pension Annuity Search Service brochure (including guidance notes to complete your form)

> Client Information Form
Completing the Client Information Form will enable us to source the best annuity for your needs. You can either print this off and post to us at the freepost address below, or complete it on-line so we can start the process more quickly

If you have any medical conditions which may affect your life expectancy, or you are a smoker, please also ensure you complete and return the Medical Evidence Questionnaire. We could be able to get you a higher income as a result. 

> Medical Evidence Questionnaire

Please return your form(s) to :

Bank of Scotland Annuity Service
Freepost SCE8362
Aylesbury
HP21 7BR